Course Description
Learn how to utilize the Solovis Excel Plugin and the Excel export options available in Portfolio Analytics reports.
This course also includes a full walk-through example of how to link an Excel output report to Solovis data sets, incorporating the use of Excel's INDEX, MATCH, and INDIRECT formulas to do so.
Course Curriculum
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1
Excel Plugin Basics
14:11-
Excel Plugin Report Course Intro
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How to Download the Solovis Excel Plugin
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Troubleshooting Solovis Excel Plugin
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How to Create an Excel Plug-In Key for API Key Login Type Plugin Authentication
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How to Export Raw Data to Excel (Quick Excel Export)
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Excel Plug-in Export (Copy Table Reference as Data Set in Excel)
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How to Refresh Data Sets using Download Options (Download Current/Download All)
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How to Get the Report Link from a Data Set in Excel
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2
Parameter Permutations for Solovis Excel Data Sets
07:47 -
3
Example of Linking an Excel Output Report to Solovis Data Sets
14:49 -
4
Quiz & Reference Material